New book “Squandered: How Not to Succumb to the Third-Generation Curse” puts the spotlight on the risks and pitfalls of family succession... 06 Aug

Squandered Wealth: New Book Explores Third-Generation Curse

Long-Term Care (LTC) is expensive, unpredictable and often prolonged. The projected “great wealth transfer” may therefore become far more concentrated among families who are wealthy enough to absorb years of care costs without exhausting their assets. 05 Aug

US Long-Term Care Costs ‘Eating into’ Family Wealth

23 Jul

New US Tax Laws That Could Impact What Your Heirs Receive

The spousal rollover applies differently across property types. Understanding how this rule functions and knowing exactly when an executor should strategically elect out of it is one of the most vital components of estate planning.  30 Jun

Understanding How “Spousal Rollover” Works in Canada

Worried a beneficiary will blow —or even just simply mismanage— their inheritance? Ontario wills can include spendthrift trusts with staggered distributions and trustee control. This article explains the main options... 30 Jun

Worried Their Inheritance May Do ‘More Harm Than Good’?

Find out how to shield your family from financial shock. Review the Canada Estate Tax Rules 2026 carefully to maximize family wealth preservation. 04 Jun

Canada Estate Tax Rules 2026: Exemptions & Key Strategies

Just received a large inheritance in Canada? Avoid the emotional decisions that turn a windfall into a cautionary tale, with this "7-Step Money Plan Before You Touch a Dollar (2026)" 03 Jun

Before You Spend Your Inheritance: 7-Step Plan for Canadians

Dealing with the GSTT can be complex and confusing. With proper planning, the GST exemption provides opportunities to reduce or potentially eliminate the transfer taxes associated with gifting or passing money to younger generations. 12 Mar

Understanding The Generation-Skipping Transfer Tax (GSTT)

In estate planning, people often seek strategies to safeguard their wealth. One such approach is the “Estate Freeze”. This strategy effectively locks in the current value of an estate, minimizes tax implications, and ensures a seamless transfer of assets. 28 Jan

Strategies to Safeguard Wealth: “Estate Freeze” Explained

From fine art to classic cars and comic books, collectibles often require special tax, philanthropy and legacy considerations, says Scotia Wealth Management’s Robyn McCallum... 02 Dec

Passion Assets: Recognizing the Full Value of Art & Collectibles

If you’ve ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home. 24 Nov

Canadian Wealth Secrets Podcast: “Why Your Will Is Not Enough”

An estate tax is levied on the deceased's estate, while an inheritance tax is paid by heirs subject to the tax (spouses are usually exempt). Over a dozen states currently impose estate or inheritance taxes. Find out where you’ll have to pay... 24 Oct

2025 Update: States with Scary Estate & Inheritance Taxes